Navis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Navis Wealth Advisors, LLC
- $82.9 Million
- Q1 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 7,617 shares of PEJ stock, worth $342,231. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,617
Previous 7,588
0.38%
Holding current value
$342,231
Previous $318,000
10.38%
% of portfolio
0.42%
Previous 0.42%
Shares
13 transactions
Others Institutions Holding PEJ
# of Institutions
113Shares Held
2.06MCall Options Held
3.7KPut Options Held
300-
Prudential PLC London, England, X0242KShares$10.9 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC213KShares$9.55 Million0.0% of portfolio
-
Morgan Stanley New York, NY144KShares$6.46 Million0.0% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR141KShares$6.33 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC134KShares$6.03 Million0.0% of portfolio